Creabl lets you filter and segment important groups of users for your convinience. For example, you could create a cohort of trial users and send them onboarding messages, or you could create a cohort of hot prospects, loyal customers or whatever you like.
What is a cohort?
A cohort is a group of your users defined by rules (or filters) that you set. Users are automatically added to the cohort every time the user updates to match those rules.
We recommend creating a cohort for every key group of users you'd like to rather into a group - for example, trial users or users who have yet to take action.
Create a cohort
Use filters to identify groups of interest
To create a cohort, first you’ll need to select the filters above your user list. For example, if you want to create a cohort of trial users and your trial is 70 days long, just filter for ‘Signed up less than 7 days ago.’
Then click ‘Save to cohort’ and give your segment a name (something easy to remember, like 'Trial users'). Your new cohort will appear to the left of your user list.
Useful cohorts to create
The cohorts you create should be specific to your product. Here are some ideas to get you started:
Pro plan customers - These are your highest paying users or those on your most expensive plan. You should prioritize this group and ensure they receive your best possible service.
Trial users - These are the people you need to make sure convert. You’ll want to give them a warm welcome and show them how to make the most of your features. Your filters for this cohort might be something like: ‘Signed up less than 14 days ago’ and ‘Plan is free trial.'
Hot prospects - These are prospects who are active and are approaching a barrier. For example, if you’re a photo sharing app you can create a cohort for everyone who has more than 80 photos uploaded of a possible 100 allowed. Your filters for this segment might be something like: ‘Plan is starter’ and ‘Uploaded photos more than 80.'
Loyal customers - You might want to create a list of loyal users for beta testing your new features. Or maybe you want to reward these users with a thank you gift. Your filters here might be: ‘Signed up more than 365 days ago AND last seen less than 30 days ago.'
No action taken - You could create a cohort of users who have yet to download your mobile app. Then you can give them a little nudge and remind them how to download it and why they should. Your filters here might be: ‘Downloaded mobile app is false.'
Create flexible cohorts with And / Or filters
To create more sophisticated segments you can combine ‘and’ with ‘or’ filters. This makes segments more powerful and flexible.
For example, if you’re holding events, you could filter for all paid users in specific countries you're hosting the events:
Note: Highly complex segment queries may take longer to run and in some cases, be too complex. If this is the case you'll receive a notification to simplify the filters.
How to edit or delete a Cohort
To edit a cohort, just click Cohorts from the left menu under the Explore link. On this page, you can see all your defined cohorts. Then hover the cohort that you want to edit and click on the appeared button Edit.
You can also delete a cohort at the same Cohorts page by hovering this cohort and then clicking the Delete button on it.